Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,187 | $47,848-22.3% | $81,473-54.4% | $70,126-47.0% |
| Participation rate | 33.3% | 58.3%-24.9pp | 68.0%-34.6pp | 69.5%-36.2pp |
| Annual return | 13.86% | 27.25%-13.4pp | 38.78%-24.9pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $902 | $2,453-63.2% | $3,537-74.5% | $3,332-72.9% |
| Admin fee / account holder | $3,021 | $3,145-4.0% | $4,561-33.8% | $4,645-35.0% |